II nuovo FundNavigator

Analisi dei fondi semplificata

Come è possibile gestire e analizzare in modo più efficiente i dati dei fondi?


Una soluzione – molte opzioni

FundNavigator, strumento testato e sperimentato che permette di trovare il fondo d’investimento giusto, offre un servizio moderno che va oltre la sola gestione dei dati dei fondi. In un periodo di continua crescita della varietà di prodotti, di requisiti regolamentari più stringenti, di maggiore complessità e pressioni sui costi, un utilizzo efficiente degli enormi volumi di dati sui fondi è essenziale. FundNavigator è un’applicazione web che è al tempo stesso potente e facile da usare e può essere utilizzata per analizzare i fondi nonché per trovare una corrispondenza tra i requisiti del cliente e le caratteristiche dei prodotti.

FundNavigator è una soluzione flessibile, che vi consente di implementare i moduli più consoni alle vostre esigenze.

FundNavigator – tutte le risposte sulla distribuzione di fondi da una singola fonte

1 Fonte: Fondcenter AG, marzo 2019.

Videoteca FundNavigator

Ricerca e analisi dei fondi

FundNavigator vi aiuta a trovare i fondi d’investimento giusti per i vostri clienti. Un database completo e costantemente aggiornato è una solida base per un confronto e un’analisi sofisticati dei fondi.

Product Navigator

Questo modulo è lo strumento perfetto per trovare una corrispondenza tra le caratteristiche dei prodotti e i profili dei clienti nella fornitura di servizi di consulenza a livello nazionale e internazionale.

UBS Fondcenter

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